MFG
VTIP icon

Merit Financial Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Merit Financial Group’s Portfolio VTIP Stock Details VTIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.93M Buy
178,706
+116,312
+186% +$5.78M 0.07% 248
2025
Q4 		$3.09M Buy
62,394
+2,000
+3% +$100K 0.02% 494
2025
Q3 		$3.06M Sell
60,394
-2,624
-4% -$132K 0.03% 439
2025
Q2 		$3.17M Buy
63,018
+23,513
+60% +$1.17M 0.04% 385
2025
Q1 		$1.97M Buy
39,505
+35,168
+811% +$1.73M 0.03% 421
2024
Q4 		$210K Buy
+4,337
New +$212K ﹤0.01% 1079
2024
Q3 		– Sell
-4,988
Closed -$242K – 967
2024
Q2 		$242K Sell
4,988
-1,563
-24% -$75.2K 0.01% 794
2024
Q1 		$315K Buy
+6,551
New +$312K 0.01% 692
2019
Q2 		– Sell
-4,496
Closed -$346K – 125
2019
Q1 		$346K Buy
+4,496
New +$217K 0.04% 94

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return